Responsibilities Providing comprehensive advice and customized solutions to clients Triaging client leads and making referrals to business partners Meeting with clients to review financial and investment goals Building financial plans and recommending brokerage products Requirements Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses At least one year experience in the investments industry At least one year experience working in the financial service industry and/or a sales environment Sets and accomplishes goals Builds and nurtures strong relationships Manages goals and executes in a fast‑paced environment #J-18808-Ljbffr
Financial Solutions Advisor • Antioch, CA, United States
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